Oct 09, 2024 Moeller Investment Group Expands, Excited to Welcome Philip Blaxton as Newest Financial Advisor

Moeller Investment Group is excited to announce that Philip Blaxton has joined the team as our newest Financial Advisor. With 8 years of experience in the financial industry, Philip has built a successful practice helping clients approach the future with confidence. He has also trained more than 2,500 advisors throughout his career, demonstrating his commitment to excellence and client-focused planning.

Philip is passionate about working with clients to develop personalized strategies that go beyond managing risk—he coordinates with estate planners and accountants to offer deep investment planning. His goal is to help clients face the future with confidence and generosity, prioritizing their long-term objectives.

“I believe that investment planning is about more than just dollars and cents—it’s about giving people the fulfillment to live generously and confidently,” said Philip. “Joining Moeller Investment Group allows me to continue this mission alongside a practice that shares my values of integrity and personalized service.”

Mike Moeller, President of Moeller Investment Group, expressed his enthusiasm for Philip’s addition to the team. “We are thrilled to welcome Philip to our group. His depth of experience and client-first approach align perfectly with our mission to provide personalized investment advice and services. With Philip onboard, we continue our legacy of building trust and striving to deliver exceptional results for our clients.”

Moeller Investment Group, with over 75 years of collective experience and $2.3 billion in client assets under management*, remains dedicated to offering personalized investment strategies to help clients achieve their financial goals. As the practice continues to grow, it remains steadfast in its commitment to serving clients with the same values of trust, integrity, and exceptional service.

If you’re interested in learning more, please visit our wealth management services page!

*As of 7/1/24